<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><p><strong>In this guide we will cover:</strong></p><p><strong>- What are Product Bundles?</strong></p><p><strong>- Creating Product Bundles</strong></p><p><strong>- Creating Product Bundle Categories</strong></p><p><strong>- Using a Product Bundle</strong></p><p><strong>- Updating the Bundle Price Automatically</strong></p><p><strong>- Customising the Template</strong></p><p><br></p><p><br></p><p><strong>Admin Guides:</strong></p><ul><li><a href="https://usehalo.com/haloitsm/guides/1808/" target="_blank" rel="noopener noreferrer"><strong>Categorisation</strong></a></li><li style="font-weight: bold;"><a href="https://usehalo.com/haloitsm/guides/1845/" target="_blank" rel="noopener noreferrer"><strong>Items & Stock Control</strong></a> </li></ul><p><br></p><p><strong>Related Guides:</strong></p><ul><li><a href="https://usehalo.com/haloitsm/guides/2398/" target="_blank" rel="noopener noreferrer"><strong>Automating Product Changes and Updating Recurring Invoices</strong><br></a></li><li style="font-weight: bold;"><a href="https://usehalo.com/haloitsm/guides/2419/" target="_blank" rel="noopener noreferrer"><strong>Ticket Categories</strong></a></li></ul><p><br></p><p><strong><span style="font-size: 14pt;">What are Product Bundles?</span></strong></p><p>Product bundles are a way of adding multiple products to an invoice, quotation, etc at once. They create a group of items under a common header, and can add all the products within that group at once. This is useful for adding multiple products that tend to be sold together. For instance, in this guide we are going to use a laptop product bundle, containing a laptop, mouse, keyboard, and install.</p><p><br></p><p><strong><span style="font-size: 14pt;">Creating Product Bundles </span></strong></p><p>In Configuration > Items and Stock Control > General Settings, select the "Product Bundles" button.</p><p><br></p><p>Or, in Configuration > Items and Stock Control, find the "Product Bundles" module.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjhhYmUwYTJiLTJmZTAtNDI1My04OTE0LTEyODZkM2IwZTkzNCJ9.xzL8zwcJ2TsV5sDLxYGIXOeiZ7JxiqXBPCa8dtNKiFk" class="fr-fic fr-fil fr-dib" width="1024" height="546"></p><p><strong><span style="font-size: 10pt;">Fig 1. Product Bundles configuration</span></strong></p><p><br></p><p>This will bring up the following list screen where you can choose an existing bundle or press "New" to create your own. In this example, I will be using the "Standard Laptop Group" bundle.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjM3OTU0NjZmLWY1ZjktNDA1OC05OWNmLTI2YjMzNTM2NjkxMCJ9.WCukrajmQT59qYT7yxkQIj8bDWF--F4pk3fqf4kFbtg" class="fr-fic fr-fil fr-dib" width="1231" style="width: 1233px; height: 211.946px;" height="212"></p><p><strong><span style="font-size: 10pt;">Fig 2. List of product bundles</span></strong></p><p><br></p><p>Opening either a new or existing bundle will show a screen that looks similar to the billing setups. Here, you can add each product you want in the bundle in a similar manner to adding products to a quotation.</p><p style="margin: 0px;" data-pasted="true">From v2.232.1+, when you add a Product to a Bundle, you can set it as a fixed quantity product. This means the quantity set on the Product will not be affected by the Bundle quantity when it is added to a Quote. This is useful for products included within the Bundle that will remain at a fixed amount regardless of the number of Bundles quoted for. For example if a Bundle includes a Domain it is unlikely you would want the quantity to be more than 1, even when the Bundle quantity is increased. This is done by checking the option "Fixed Quantity" when editing/adding an item in a bundle.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjNlZWFiMzFhLWRjYzItNDYxOS04ZjZhLTU2MTRmZDE1YjlhNyJ9.roZq2tzRJdzTO2Xhnw31yT8B-oL16craKag_Wik3rB4" class="fr-fic fr-fil fr-dib" width="1229" style="width: 1231px; height: 444.614px;" height="445"></p><p><strong><span style="font-size: 10pt;">Fig 3. Products added to a product bundle</span></strong></p><p><br></p><p>Switching to the "Settings" tab will provide configuration options of how you wish the bundle to function. The first is setting a product bundle category, which creating these will be explained further in this guide. You can select if every item is added to orders at once, or individually edited and saved, or if the quantity should be multiplied.</p><p><br></p><p>The below settings are the defaults for these, and anything labelled "Default" is considered to be turned off.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImI4NjZiMDVmLWM1OGMtNDA4NC04ZTA1LWEzMTAyOTA2ODQ5NSJ9.3cyZKnBPJPVpyRSgKPN8TLCnUXPai6y_oDB7T_B3fq8" class="fr-fic fr-fil fr-dib" width="525" height="739"></p><p><strong><span style="font-size: 10pt;">Fig 4. Setting options for a product bundle</span></strong></p><p><br></p><p>Product Bundles can be cloned after creation. This will aid with making different variants of similar bundles quickly.</p><p><br></p><p><strong><span style="font-size: 14pt;">Creating Product Bundle Categories</span></strong></p><p>In the same section we were before (Configuration > Items and Stock Control > Miscellaneous), there is also a button for "Product Bundle Categories". These can be used to organise your product bundles, and the sub-values can be useful if you have a few similar but different bundles.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjJlYmU0MTRjLTU2ODUtNDBhNC1hOTFkLTJmNmNiMjhkNmQ4NCJ9.hmMW-Oaf0_LZIKC9fAvkAFkleFdcGFVdKpIBLHtm0MI" class="fr-fic fr-fil fr-dib" width="1024" height="546"></p><p><strong><span style="font-size: 10pt;">Fig 5. Product Bundle Categories configuration</span></strong></p><p><br></p><p>Going into this will show the categorisation screen, with the "Product Bundle Categories" category group. Here you can view if you have an existing ones in a list, or create a new one.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImRlOWYwMzc5LTdkNmMtNDI3YS05OTZlLTljNzA1NDE4MWFhZSJ9.t7OVx6u1ikcgoU2jwkj7Yo3DI60KD0bx4s7i8DxfvXQ" class="fr-fic fr-fil fr-dib" width="1209" style="width: 1211px; height: 212.723px;" height="213"></p><p><strong><span style="font-size: 10pt;">Fig 6. List of product bundle categories</span></strong></p><p><br></p><p>The same screen as ticket category value creation will then show, the guide of which is linked at the top of this one. Enter the values you wish here.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImMwMjBjOTU1LWJhNmUtNDE0YS1iOGQ1LTM1OTMzOWFlNTk1NyJ9.9iRt2wKERggB4nFGWutVWToVOpkXdnNFpTNilFm5ty8" class="fr-fic fr-fil fr-dib" width="463" height="502"></p><p><strong><span style="font-size: 10pt;">Fig 7. Creating a new category value.</span></strong></p><p><br></p><p>If using the "XLS Import" button to import a list of categories, the "Type ID" needs to be "5".</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjA1MDdhMWI4LWM5ZGMtNDY3Mi1hZDVmLTk2ZTY5MjVhMzQwZiJ9.Vnkrm19U1fMA7vFVRqibtUGQQcZ45lOL41m5sXMHl-Y" class="fr-fic fr-fil fr-dib" width="481" height="84"></p><p><strong><span style="font-size: 10pt;">Fig 8. Category import examples</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Using a Product Bundle</span></strong></p><p>The product bundle can then be added to your invoices. Click the "Add Product Bundle" button.</p><p><br></p><p>You can also use the "Add New Bundle" button to create a bundle header.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImI1Mjg2OWZkLTk3YWQtNDJmNi1iNmEyLTU5NzU0N2NjMjljMyJ9.I5sct4g1ETBOwm4xtwP7EBke9qsW4SyeoCqat-K7BWU" class="fr-fic fr-fil fr-dib" width="1090" style="width: 1092px; height: 385.66px;" height="386"></p><p><strong><span style="font-size: 10pt;">Fig 9. Adding the product bundle to a quotation</span></strong></p><p><br></p><p>The following popup will then show where you can select the product bundle you wish to add, as well a the quantity and a few checkboxes. These are the same options where the defaults can be set within the "Settings" tab of the bundle itself.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImFkY2U4MThjLTc1ZmMtNDdhMi1hYjBjLWIyMWFkYjk1ZTA2YSJ9.fFoxRsuOCv6pWxc9v4XzVO01PMA9vlVSw3Cc8rGwxrg" class="fr-fic fr-fil fr-dib" width="676" height="513"></p><p><strong><span style="font-size: 10pt;">Fig 10. Add Product Bundle options</span></strong></p><p><br></p><p>Upon clicking "Save", the bundle will show on the quotation. The name of the bundle will show at the top in a bold to differentiate it, and the products show underneath.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijk4NDI5MTg5LTk4YTEtNGM4Ny1hZmRkLTkwOTJjMTJmOWNlNiJ9.qb9AI35ZrURGETcd_ixKXixXq9tn9r-LSK_l2XxXF2k" class="fr-fic fr-fil fr-dib" width="1172" style="width: 1174px; height: 487.731px;" height="488"></p><p><strong><span style="font-size: 10pt;">Fig 11. Bundle added to a quotation</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Updating Bundle Quantities </span></strong></p><p data-pasted="true">From v2.232.1+, you can adjust the quantity of a bundle on a Quote when adding/updating. To do this you will need to enable "Show Bundle Quantity on Quotes" in Configuration > Quotations > General settings. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImU3NGIzZGRjLWIxODItNDY3My05ZjljLWVmNmE2MjY3ZWU5MyJ9.P_R9ULScWBIPBVxL5wJCNU41DUzP-sV1fI21F5C4wHo" class="fr-fic fr-fil fr-dib" width="928" style="width: 930px; height: 554.951px;" height="555"></p><p><strong><span style="font-size: 10pt;">Fig 12. Show Bundle Quantity on Quotes</span></strong></p><p><br></p><p>Once enabled, when editing/adding an item bundle on a quote you will have the option to set the quantity of the bundle. The quantity of each item in the bundle will be multiplied by the quantity chosen here (unless set to be a fixed quantity product). </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjRiZmVkM2I5LTI0ODYtNDZjZi1hNjJhLTczZTQzYjY0N2Q4MCJ9.lgsUCuv-X5udmjnLWzaLoetUSVA18ichFkzI7abafJY" class="fr-fic fr-fil fr-dib" width="575" style="width: 577px; height: 442.908px;" height="443"></p><p><strong><span style="font-size: 10pt;">Fig 13. Set quantity of bundle when adding to quote </span></strong></p><p><br></p><p>From v2.238+ the price and quantity of the bundle will be able to show on the quote PDF, provided that the html for the quote groups on the quote template is configured to pull through the quantity and price. The unit price of the bundle will update when the quantity of the bundle on the quote is changed. This will be calculated using the total price of the bundle divided by the quantity.</p><p><br></p><p><strong>Set how Bundle Quantities are adjusted (v2.238+)</strong></p><p>From v2.238+ you will be able to choose how the quantity of items in a bundle are adjusted when the bundle quantity is changed, rather than all items having their quantities updated. This also allows for quantity updates in ad-hoc bundles. </p><p><br></p><p>When adding/editing a bundle you will see the option to set a "Quantity adjustment type", this controls if/how the quantities of items in this bundle change when changing the quantity of the bundle. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjNiNWZiNTA5LWU4MTQtNDY1OS05NzQ3LWFmNGExMjk1OTU4NCJ9.rZSn32-A4aaGrZDO23snLBMP0pkpMyJUn7XhdCLNusI" class="fr-fic fr-fil fr-dib" width="573" style="width: 575px; height: 520.586px;" height="521"></p><p><strong><span style="font-size: 10pt;">Fig 14. Quantity adjustment type when editing a bundle on a quote</span></strong></p><p><br></p><p><strong>Update all grouped product quantities -</strong> When chosen, all products in this group will have their quantity updated. Each product's original quantity will be multiplied by the quantity of the bundle. </p><p><strong>Update grouped Product quantities that haven't been manually changed -</strong> When chosen, only products in this group that have not had their quantity manually changed will have their quantity updated, by multiplying each product's original quantity by the quantity of the bundle. Used when you would like the majority of the items in the bundle to have their quantity multiplied by a set number, but selected items in the bundle require a custom quantity. </p><p><strong>Don't Update grouped Product quantities - </strong>When chosen, no products in the bundle will have their <span style="color: rgb(0, 0, 0); font-family: sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;" data-pasted="true">quantity changed. Used when you would like the quote to show multiple bundles are being purchased, but the quantities of each item in the bundle do not need to change. </span></p><p><br></p><p><span data-pasted="true"><em><strong>Note: If this is a pre-configured bundle the original quantity of each item is assumed to be the quantity of this item set within the pre-configured bundle. If this is an ad-hoc bundle, the original quantity of the item is assumed to be the quantity of the item when it was added to the quote.</strong></em></span></p><p><br></p><p><strong><span style="font-size: 14pt;">Updating the Bundle Price Automatically</span></strong></p><p>In Configuration > Quotations > Quotation Settings, there is an option to update recurring invoices with a bundle when changed on the bundle template (if they are set to the same price as the previous value).</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjA5NDUyOThlLWJlYzktNDMwZS05OTBmLWY1NTQ3MGRjMjE0OSJ9.mzSjydrQ5VwnCVSinsOa9VXVaVeHWnrFXcIORglJtn0" class="fr-fic fr-fil fr-dib" width="633" height="182"></p><p><strong><span style="font-size: 10pt;">Fig 15. Setting recurring invoices to update based on bundle price</span></strong></p><p><br></p><p>If set to "Display an option in the Product Bundles settings tab", an additional checkbox will need to be enabled when saving the bundle.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjU4YTBjNWI5LWNjNGUtNDQ4NC04ZDkxLTBiOGM5ZjAwNDU3MSJ9.3lvCe62SPpRKghKpP7ssE_JLIyG4f2trv6FzO6zj5Co" class="fr-fic fr-fil fr-dib" width="566" height="55"></p><p><strong><span style="font-size: 10pt;">Fig 16. Update prices for Bundle Products on Recurring Invoices checkbox</span></strong></p><p><br></p><p>Changes can also be transferred to bundles when updating the product itself, including price but also other attributes like name and description. Details of this alternative can be found in the linked related guide at the top of the page on "Automating Product Changes".</p><p><br></p><p><strong><span style="font-size: 14pt;">Customising the Template</span></strong></p><p>The appearance of product bundles can be customised on the PDF. On the quotation, you scan scroll down on the right sidebar to "Print Options". Here there are three options for how grouped items (product bundles) appear.</p><p><br></p><p><strong><em>Note: "Include grouped items price" only works for the following sales order.</em></strong></p><p><br></p><p>You can choose to either hide or show the quantity of products, show or hide price, or show or hide total quantities in the group header.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjI4MmQ3OGI0LTU2NWItNGI0Yi04ZjFlLTM2NDc3NThhZGQ3OSJ9.b7h44T5V8V9_DRo9fKVKhfIApNWOihSZbKwcJyJABN4" class="fr-fic fr-fil fr-dib" width="242" height="523"></p><p><strong><span style="font-size: 10pt;">Fig 17. Grouped items options on a quotation</span></strong></p><p><br></p><p>The configuration of these three will be like above by default, which will show on the PDF like below.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImEwNjk3MmYxLTc5YTMtNDdjMi1iYWVhLTE0NmU5YjhhNjJhZCJ9.9S87qf4RGjP3z8cAFDcR1yTr23TXj2CXgNYYIbs7bZ8" class="fr-fic fr-fil fr-dib" width="1158" height="630"></p><p><strong><span style="font-size: 10pt;">Fig 18. Default PDF options</span></strong></p><p><br></p><p>However if you wanted to show the total bundle price for instance, you would enable the third option ("Include group quantity and price") which would then show the totals in the bundle header.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjhmMmI0MWU2LWVlY2ItNDkyOS04M2JiLWNjMWM4YzhmYTZiNiJ9.oT3corITlH88t99w4ynjqJDOAAFbRf8kBIEcC6y6zqA" class="fr-fic fr-fil fr-dib" width="1147" height="658"></p><p><strong><span style="font-size: 10pt;">Fig 19. Bundle totals shown in bundle header</span></strong></p><p><br></p><p>You can show the unit price of a bundle within the bundle header. Enable "Include group quantity and price" as per Figure 17, and create the sales order from that quotation. Upon generating the sales order PDF, it will show the price of an individual bundle.</p><p><br></p><p><strong><em>Note: This unit price will only show for bundles with the same number of each product within them - i.e. items in the below bundle all have 1 unit.</em></strong></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjEyOGFlMmMxLWUxZmYtNDhmNy04NWE5LTczM2M4NzBkZGNhMiJ9.31BvN8VENMlicCHu8BE8GN0BqF5jicLrL4QMJWZthUg" class="fr-fic fr-fil fr-dib" width="1206" style="width: 1208px; height: 232.58px;" height="233"></p><p><strong><span style="font-size: 10pt;">Fig 20. Bundle unit price shown on a sales order</span></strong></p><p><br></p>
